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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,480 | $97,761-24.8% | $83,850-12.4% | $135,382-45.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -5.05% | 1287.44%-1292.5pp | 850.92%-856.0pp | 519.77%-524.8pp |
| Employer contribution / active EE | $17,792 | $4,222+321.4% | $3,631+390.0% | $4,779+272.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,187 | $6,674+22.7% | $5,478+49.4% | $10,829-24.4% |